Meridian 38 Advisors is a registered investment advisor founded in 2026, operating out of Weston, Florida. The firm provides personalized financial services to individuals and families, including comprehensive financial planning, ongoing portfolio management, and retirement planning. Services cover budgeting, debt management, insurance needs, tax strategies, and retirement income projections. All portfolio management is conducted on a non-discretionary basis, meaning Meridian 38 Advisors requires client approval before executing any trades. The firm tailors its services to each client's individual financial profile, risk tolerance, and time horizon.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. Actual rates depend on asset amount, complexity, and scope of services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...